Heritage Wealth Management (Ohio)’s Schwab US Dividend Equity ETF SCHD Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$405K	Buy	15,274 +950	+7%	+$25.2K	0.13%	162
2025 Q1	$400K	Buy	14,324 +328	+2%	+$9.17K	0.14%	160
2024 Q4	$382K	Buy	13,996 +6,475	+86%	+$177K	0.13%	162
2024 Q3	$212K	Sell	7,521 -1,620	-18%	-$45.6K	0.07%	217
2024 Q2	$235K	Buy	+9,141	New	+$235K	0.08%	203